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July 9, 2019
Question

Hi Quickbook team, I have finished setting up a re-occurring invoice. However, I can't find it anywhere. How do I amend it if needed? Thank you!

  • July 9, 2019
  • 1 reply
  • 5 views
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1 reply

Level 9
July 10, 2019

Greetings, @ken-y!

 

You can view and modify your recurring invoices from your Recurring Transactions page. I'm here to help you accomplish this.

  1. Go to the Gear icon.
  2. Under Lists, select Recurring Transactions.
  3. From the Transaction Type drop-down menu, select Invoice.

In addition, here's a couple of screenshots for visual reference and an article you can read to learn more about your recurring invoice: How to Edit a Recurring Template?

 

 

Lastly, I've also included an article that might help you handle any error you encounter with your recurring invoice: How to Handle a Recurring Transaction that Did Not Run?

 

As always, you can leave a comment below or start a new thread if you have any other concerns. I'll be keeping an eye for your response.